TAIPEI : A shift away from made-in-China chips amid Sino-U.S. tensions has opened up capacity that some customers are happy to use, Taiwanese chipmaker United Microelectronics Corp said on Wednesday.
Asked on an earnings call about U.S. and European chip designers shifting orders away from Chinese factories, UMC co-President Jason Wang said their customers were starting to"evaluate their supply chain resilience". "We are seeing some customers are moving products to other locations outside of China, but at the same time we also see some customers asking to take advantage of the China gap that creates," he said, without naming the companies.
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